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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,600 | $102,385-36.9% | $147,080-56.1% | $80,935-20.2% |
| Participation rate | 54.3% | 75.9%-21.5pp | 82.2%-27.8pp | 67.7%-13.3pp |
| Annual return | 12.06% | 135.09%-123.0pp | 420.17%-408.1pp | 35.66%-23.6pp |
| Employer contribution / active EE | $652 | $3,717-82.5% | $4,933-86.8% | $2,757-76.3% |
| Participant deferral / active EE | $6,306 | $6,651-5.2% | $8,066-21.8% | $4,299+46.7% |
| Admin fee / account holder | $18,944 | $7,951+138.2% | $12,989+45.8% | $6,924+173.6% |